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914 hedge funds and large institutions have $27.7B invested in HP in 2017 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 297 increasing their positions, 312 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 51

12% more funds holding

Funds holding: 819914 (+95)

3% more capital invested

Capital invested by funds: $26.9B → $27.7B (+$825M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.33% less ownership

Funds ownership: 80.81%80.48% (-0.33%)

5% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 312

58% less call options, than puts

Call options by funds: $78.4M | Put options by funds: $185M

Holders
914
Holders Change
+95
Holders Change %
+11.6%
% of All Funds
20.73%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
153
Increased
297
Reduced
312
Closed
51
Calls
$78.4M
Puts
$185M
Net Calls
-$107M
Net Calls Change
-$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
726
Virtue Capital Management
Tennessee
$117K +$118K +5,547 New
GLI
727
Guardian Life Insurance
New York
$114K +$34.1K +1,605 +42%
PWPS
728
Pinnacle Wealth Planning Services
Ohio
$111K +$112K +5,281 New
SSB
729
Sandy Spring Bank
Maryland
$110K +$90.7K +4,266 +440%
Carson Wealth (CWM LLC)
730
Carson Wealth (CWM LLC)
Nebraska
$108K -$19K -894 -15%
BTIS
731
BB&T Investment Services
North Carolina
$108K +$51.9K +2,441 +94%
ADL
732
Asset Dedication LLC
California
$105K +$29.8K +1,403 +39%
RFS
733
Rockefeller Financial Services
New York
$102K
EWM
734
Evercore Wealth Management
New York
$101K -$42.5K -2,000 -29%
DSC
735
Duncker Streett & Co
Missouri
$101K
APA
736
American Portfolios Advisors
New York
$101K +$102K +4,793 New
FCB
737
First Command Bank
Texas
$100K +$10.4K +490 +11%
FCFS
738
First Command Financial Services
Texas
$100K +$10.4K +490 +11%
AP
739
Advisors Preferred
Maryland
$100K +$93.4K +4,393 +1,153%
SIC
740
Salem Investment Counselors
North Carolina
$99K
CAPTRUST Financial Advisors
741
CAPTRUST Financial Advisors
North Carolina
$95K +$95.8K +4,504 New
CCM
742
Covington Capital Management
California
$91K -$17K -800 -16%
CAM
743
Close Asset Management
United Kingdom
$89K
WOC
744
West Oak Capital
California
$88.2K -$1.3K -61 -1%
LFA
745
Legacy Financial Advisors
Kentucky
$88K +$90.1K +4,236 New
CAW
746
Cornerstone Advisors (Washington)
Washington
$87K
CHC
747
City Holding Co
West Virginia
$87K +$2.68K +126 +3%
AIS
748
AlphaOne Investment Services
Pennsylvania
$87K +$41K +1,928 +86%
TWA
749
TCI Wealth Advisors
Arizona
$84K
CCM
750
Cribstone Capital Management
Maine
$79K

HPQ Hedge Fund Activity: Q4 2017 in Review

914 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q4 2017, worth a combined $27.7B — up 3.1% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new HPQ positions and 51 closed out — a net gain of 102 holders — while 297 added to existing stakes and 312 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $113M. The largest seller was Dodge & Cox, cutting an estimated $660M.

  • 914 institutional investors held HP (HPQ) as of Q4 2017, up from 819 in Q3 2017.
  • Funds reported $27.7B of HP stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 153 funds opened new HP positions in Q4 2017 and 51 closed out, a net change of +102 holders.
  • The largest HP buyer in Q4 2017 was Schroder Investment Management Group, an estimated $113M added.
  • The largest HP seller in Q4 2017 was Dodge & Cox, an estimated $660M sold.

Based on aggregated 13F filings for Q4 2017.